For the complete documentation index, see llms.txt. This page is also available as Markdown.

Key features overview

Gratona connects fundraising work that is often scattered across separate tools. These are the main areas your team can use:

  1. Donors and giving

    • Keep donor profiles, households, relationships, notes, tasks, files, sponsorships, and giving history together.

    • Track donations, refunds, failed payments, soft credits, and recurring support.

  2. Programs and sponsorships

    • Manage recipient programs, campaigns, trips, events, and sponsorship relationships.

    • Publish donor-facing pages and embed fundraising experiences on your website.

  3. Fundraising intelligence

    • Use the Dashboard, Stewardship Hub, reports, and Donor Intelligence to find opportunities and prioritize follow-up.

    • Ask Tali for help turning workspace context into practical next steps when Tali is enabled.

  4. Communications

    • Coordinate sponsor and recipient Conversations, donor SMS, newsletters, and print mailings.

    • Keep communication history connected to the people and programs it supports.

  5. Automations

    • Build journeys and configure system automations for repeatable relationship workflows.

    • Use templates and event-based messages to keep outreach consistent.

  6. Connected fundraising operations

    • Configure payment gateways and integrations for the services your organization relies on.

    • Keep imported and connected data inside the same fundraising workspace.

  7. Permissions and administration

    • Give team members access through permission sets that match their responsibilities.

    • Manage organization settings, notifications, integrations, and payment configuration centrally.

The navigation and actions visible to you depend on your permission set and the features enabled for your organization.

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